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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $117,671 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,200 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,368 | $71,666-64.6% | $117,861-78.5% | $69,631-63.6% |
| Participation rate | 60.0% | 77.5%-17.5pp | 79.7%-19.7pp | 70.7%-10.7pp |
| Annual return | 1.59% | 18.86%-17.3pp | 335.11%-333.5pp | 27571.02%-27569.4pp |
| Employer contribution / active EE | $2,783 | $1,889+47.3% | $3,786-26.5% | $2,032+36.9% |
| Participant deferral / active EE | $3,285 | $3,340-1.6% | $4,482-26.7% | $3,224+1.9% |
| Admin fee / account holder | $12 | $120-90.2% | $8,021-99.9% | $110-89.3% |